Hi all,
I am amending our 2018 returns from MFS to MFJ. I completed the 1040X using the turbo tax 2018 desktop software and am ready to submit the paperwork. Some questions on the details:
1. My wife filed 2018 under her maiden name and has since changed her last name. At the top of the 1040X should it have her maiden name to match her original 2018 return or her current legal name?
2. The instructions say to include any new or changed forms or W-2s when mailing. We each had W-2 income. Do I include my wife’s W-2 with the paperwork? What about mine? What about her or my original 1040 and schedules?
3. The due date for amending 2018 is 4/15/22. Is that when the IRS needs to receive my papers or when it needs to be postmarked?
4. I had a refund on my original return. Does that amount go on the 1040X line 18?
5. My wife owed the IRS on her original return. Does that amount go on the 1040X line 16?
6. The IRS has different revisions of form 1040X, more than one of which seem to apply to amending 2018. I am using the 2018 turbo tax Desktop software. Will that generate the correct revision?
